Tips for New Collaborators

Review best practices on how to get started as a shared user in Smartsheet and how to effectively collaborate on the work you're shared to.

Review some key information for new collaborators in Smartsheet.

Information for New Collaborators

Have you been shared to a sheet in Smartsheet for the first time? Collaborating with others in Smartsheet is free, easy, and secure. Just click the link contained in the sharing notification you received to create a Smartsheet password. You'll then be directed right to the sheet.

Smartsheet looks like a spreadsheet, but has additional features to help people work together— attached files, discussions, date reminders, and notifications of changes to the sheet.

Sheets may be shared to you as Viewer, Editor, or Admin. To learn more about these different permission levels, please review our Help Center article on sharing.

To check your permissions for a Smartsheet item (a sheet, report, or dashboard), click the Share button at the top of the item.

If you enjoy using Smartsheet and would like to use it to manage your own work, you can start a free 30 day trial by creating a new sheet. To create a new sheet, click the Solution Center (plus) icon from the left panel.